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Pear Tree Polaris Intl Opps Instl (QISIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.02+0.13 (+1.09%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.22%
5-year average return4.78%
Number of years up3
Number of years down1
Best 1-yr total return (2 May 2024)16.39%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return16.39%
Worst 3-yr total return1.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQISIXCategory
YTD-4.35%12.18%
1-month-2.06%-0.68%
3-month-1.00%6.41%
1-year2.18%43.30%
3-year-1.88%7.71%
5-year4.59%11.00%
10-year0.00%7.08%
Last bull market16.05%15.99%
Last bear market-18.39%-22.93%

Annual total return (%) history

Year
QISIXCategory
2024
N/AN/A
2023
16.39%N/A
2022
-19.08%N/A
2021
13.43%N/A
2020
13.71%10.92%
2019
N/A22.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.33%N/AN/AN/A
20239.05%0.76%-5.80%12.44%
2022-5.80%-18.39%-9.46%16.26%
20214.38%3.70%0.69%4.08%
2020-32.77%22.44%9.78%25.84%
20193.87%-2.63%11.63%N/A

Rank in category (by total return)

YTD97
1-month19
3-month92
1-year87
3-year40
5-year51

Load adjusted returns

1-year2.18%
3-year-1.88%
5-year4.59%
10-yearN/A